Creating a Task List

The Tasks feature has a Task List option that uses templates with a set of predefined steps for a procedure that is used often by your company, such as the actions that must be taken once a contract is signed by both parties. Since a Task List a simplified version of the workflow, it is recommended that you review both workflow and task list templates to determine which option better suits your needs.

A Task List is added from the Tasks browse screen in a Contract Profile, Company Profile, and Project Profile.

Ensure the task list has been added by locating the individual tasks in the list in the Tasks screen.Clicking on the Task Subject header will sort the tasks alphabetically in ascending (A-Z or 0-9) or descending (Z-A or 9-0) order.